Financial Gravity Companies Inc., in partnership with Applied Behavior Financial, Inc. (ABF), releases The Real Risk Meter, a new SaaS-based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools.
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Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound gorilla in Riskalyze, but real-life experience has shown us that Bear markets are a reality of life and investing. In our view, pretending Bears don’t exist is not the path to building real trust with clients.”
Nelson explained, “There have been five S&P 500 downdrafts just in the last 20 years that exceeded Riskalyze assumptions. On average, every four years, clients have been hit with a bad surprise, and I’ve no doubt that some of them bailed on their stock portfolio. We want the client to be part of the decision-making process, to take psychological ownership of their portfolio from the beginning. We believe that this process is the foundation of trust.”
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Applied Behavior Financial Inc. (ABF) helps financial advisors provide prudent advice grounded in realistic capital market assumptions and behavioral expectations. ABF currently offers two SaaS tools.
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